Overview
Receive incoming calls and determines the products, services or resources that the caller requires (or could benefit from), then provide direct support services to customers; or, connects them with the staff representative in the appropriate department who can provide them the specific assistance they need; thereby creating a positive interaction with the customer.
Major Duties and Responsibilities
* Answer incoming calls, determines the needs of the caller and verify the caller’s identity, minimizing the caller’s time and effort in resolving their concern.
* Identify products/services that might be beneficial to customers and provide information about their value and benefit.
* Perform teller functions for customers (i.e. transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure customer’s needs are addressed in a polite and friendly manner.
* Cross-sell Virtual Branch and bill pay services and assist customers in setting up Virtual Branch enrollment and understanding the e-statement process.
* Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.
* Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling customer requests and merchant verifications.
* Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience
Minimum of 3 year of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Job Type: Full-time
Pay
$15.00 - $19.00 per hour
Schedule
* 8 hour shift
* Day shift
* Monday to Friday
* Weekends as needed
Ability to commute/relocate
* Houston, TX 77007: Reliably commute or planning to relocate before starting work (Required)
Experience
* Information Techology: 1 year (Required)
* Call center: 1 year (Required)
Work Location: In person
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